Model-Delivered Separately Managed Accounts

Eventide offers model portfolios comprised of individual securities on a non‐discretionary basis across several investment strategies.

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Eventide Technology Model-Delivered SMA

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Seeks to recommend investments in securities that provide long‐term capital appreciation by investing at least 80% of the portfolio’s assets in equities of technology companies, identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and that, in Eventide’s opinion, represent above‐average long‐term investment opportunities or have significant near‐term appreciation potential.

Eventide Strategic Growth Model-Delivered SMA

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Seeks to recommend investment in securities that provide long‐term capital appreciation by investing primarily in equities of mid‐cap companies identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and in Eventide’s view, trading at a discount to its estimated value.

 

Eventide Dividend Growth Model-Delivered SMA 

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Seeks to recommend investments in securities that   provide current income, income growth, and long‐term capital appreciation by investing at least 80% of the portfolio’s assets in companies with dividend paying securities identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and in Eventide’s view, trading at a discount to its estimated value.

Eventide Large Cap Model-Delivered SMA

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Seeks to recommend investments in securities that provide long‐term capital appreciation by investing at least 80% of the portfolio’s assets in equity securities of large capitalization companies, identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment, society and shareholders), and that, in Eventide’s opinion, are capable of sustaining and/or increasing profitability and/or revenue growth.

Eventide Dividend Value Model-Delivered SMA

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Seeks to provide current income, income growth, and long-term capital appreciation, by investing at least 80% of its portfolio’s assets in companies with dividend paying securities identified as having strong fundamentals, creating value for stakeholders (customers, employees, supply chain, community, environment and society), and that, in Eventide’s opinion, represent above-average long-term investment opportunities or have significant near-term appreciation potential.

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